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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,748 | $204,001-87.9% | $204,001-87.9% | $254,542-90.3% |
| Participation rate | 100.0% | 35.7%+64.3pp | 9.4%+90.6pp | 47.3%+52.7pp |
| Annual return | 6.96% | -238.73%+245.7pp | -100.31%+107.3pp | 12.16%-5.2pp |
| Employer contribution / active EE | $9,046 | $30,640-70.5% | $18,686-51.6% | $44,747-79.8% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $449 | $1,604-72.0% | $1,604-72.0% | $17,640-97.5% |